Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVENCE WEALTH MANAGEMENT GROUP | SHS | 1451 | $266,529 | 1,897 | 0.00 | 0.00 | 152 | 8.71 | 12-31-2023 |
EAGLE WEALTH STRATEGIES LLC | SHS | 1452 | $272,372 | 1,892 | 0.00 | 0.00 | -35 | -1.82 | 03-31-2024 |
PREMIER PATH WEALTH PARTNERS LLC | SHS | 1453 | $274,794 | 1,892 | 0.00 | 0.00 | -48 | -2.47 | 03-31-2024 |
PROSPERA FINANCIAL SERVICES INC | SHS | 1454 | $265,826 | 1,892 | 0.00 | 0.00 | 13 | 0.69 | 12-31-2023 |